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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-29 |
| VA | RA | APPROVED | 2022-07-08 |
| NC | RA | APPROVED | 2022-06-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 04/2019 | Present |
| Dillard's, Inc. | Virginia Beach | VA | 02/2015 | 04/2019 |
| Y P Sensations Llc | Virginia Beach | VA | 05/2012 | 02/2019 |
| Bank Of America, N.A. | Vienna | VA | 05/2022 | Present |
I "995251",Name of OBA: Rental Property 1,Address: Virginia Beach, VirginiaInvestment Related: N,Position, Title, Sole owner,Employee Start Date: 10/1/2022,No Hours: 6, Monthly,No Hours during trading: 0,Duties: N/A I*2067280, Entity Type: Entity For Profit Name of OBA: Crestline Holdings LLC Address: Virginia Beach, VA 23462 Investment Related: N Position, Title, Association: General Partner/Managing Member Employee Start Date: 10/25/2024 No Hours: 1 No Hours during trading: 0 Duties: Rental Property Management. Will be purchasing investment properties for the purpose of rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-27 |
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